Guardian Wealth Advisors, LLC Incresed Positions in Q2 2025

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
58
+ 11.28%
$174.82 - $215.79 $10.1K - $12.5K
572 $123K
GD
General Dynamics Corp

Industrials
13
+ 1.5%
$247.68 - $291.66 $3.22K - $3.79K
878 $256K
KMI
Kinder Morgan, Inc.

Energy
353
+ 2.94%
$25.21 - $29.4 $8.9K - $10.4K
12.3K $363K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.14%
$108.06 - $135.3 $216 - $271
1.44K $195K
GM
General Motors CO

Consumer Cyclical
169
+ 3.71%
$42.48 - $50.46 $7.18K - $8.53K
4.73K $232K
CME
Cme Group Inc.

Financial Services
16
+ 1.26%
$252.37 - $290.71 $4.04K - $4.65K
1.29K $355K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$163.6 - $208.47 $164 - $208
824 $171K
ISCB
International Speedway Corp

ETFs
11
+ 0.28%
$47.12 - $58.28 $518 - $641
3.99K $232K
VTWO
Vanguard Russell 2000 ETF

ETFs
13
+ 0.62%
$70.56 - $87.22 $917 - $1.13K
2.11K $184K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
571
+ 1.03%
$19.49 - $19.66 $11.1K - $11.2K
56K $1.1M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
571
+ 1.0%
$19.44 - $19.56 $11.1K - $11.2K
57.5K $1.12M
SBUX
Starbucks Corp

Consumer Cyclical
519
+ 9.68%
$79.69 - $99.41 $41.4K - $51.6K
5.88K $538K
DFIC
Dimensional ETF Tr Dimensional

ETFs
289
+ 35.37%
$24.94 - $31.15 $7.21K - $9K
1.11K $34K
ACN
Accenture PLC

Technology
179
+ 5.72%
$279.23 - $323.21 $50K - $57.9K
3.31K $988K
D
Dominion Energy, Inc

Utilities
134
+ 1.78%
$49.66 - $58.0 $6.65K - $7.77K
7.67K $433K
SPYG
Spdr Portfolio

ETFs
1
+ 0.14%
$71.83 - $95.32 $71.8 - $95.3
705 $67K
HIG
Hartford Financial Services Group, Inc.

Financial Services
47
+ 2.8%
$109.83 - $131.67 $5.16K - $6.19K
1.73K $218K
GILD
Gilead Sciences, Inc.

Healthcare
124
+ 4.17%
$96.91 - $113.0 $12K - $14K
3.1K $343K
UMBF
Umb Financial Corp

Financial Services
5
+ 0.21%
$86.4 - $107.99 $432 - $540
2.4K $251K
TJX
Tjx Companies Inc

Consumer Cyclical
31
+ 1.14%
$119.13 - $135.03 $3.69K - $4.19K
2.74K $338K
CI
Cigna Corp

Healthcare
17
+ 1.44%
$301.89 - $340.04 $5.13K - $5.78K
1.2K $395K
VTWV
Vanguard Russell 2000 Value Et

ETFs
5
+ 0.44%
$116.09 - $139.09 $580 - $695
1.14K $158K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
26
+ 15.57%
$113.67 - $150.4 $2.96K - $3.91K
193 $29K
FISV
Fiserv Inc

Technology
55
+ 3.13%
N/A
1.81K $226K
PHM
Pultegroup Inc

Consumer Cyclical
7
+ 0.33%
$92.02 - $106.54 $644 - $746
2.13K $225K
DHI
Horton D R Inc

Consumer Cyclical
16
+ 0.89%
$115.1 - $129.63 $1.84K - $2.07K
1.81K $233K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16
+ 1.28%
$30.87 - $39.17 $494 - $627
1.27K $49K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8
+ 6.78%
$224.16 - $285.86 $1.79K - $2.29K
126 $36K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
19
+ 2.29%
$47.24 - $58.55 $898 - $1.11K
850 $49K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
49
+ 51.58%
$102.02 - $103.5 $5K - $5.07K
144 $14K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.63%
$220.04 - $280.07 $220 - $280
159 $44K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
215
+ 8.65%
$22.43 - $23.23 $4.82K - $4.99K
2.7K $62K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4
+ 0.18%
$35.35 - $42.68 $141 - $171
2.25K $95K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13
+ 1.51%
$32.66 - $40.75 $425 - $530
872 $35K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3
+ 0.4%
$50.39 - $60.05 $151 - $180
755 $45K
ROP
Roper Technologies Inc

Industrials
196
+ 4.13%
$519.19 - $590.78 $102K - $116K
4.94K $2.8M
PGF
Invesco Exchange Traded Fd Tr

ETFs
260
+ 9.92%
$13.7 - $14.31 $3.56K - $3.72K
2.88K $40K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9
+ 0.57%
$37.18 - $42.55 $335 - $383
1.59K $67K
VHT
Vanguard Health Care ETF

ETFs
21
+ 12.8%
$236.71 - $261.92 $4.97K - $5.5K
185 $45K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
36
+ 10.56%
$22.89 - $27.54 $824 - $991
377 $10K
XLB
Select Sector Spdr Fd Material

ETFs
3
+ 27.27%
$74.27 - $88.92 $223 - $267
14 $1K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17
+ 7.98%
$22.54 - $23.17 $383 - $394
230 $5K
FTSL
First Trust Senior Ln Fund

ETFs
13
+ 3.25%
$44.58 - $46.07 $580 - $599
413 $18K
Litman Gregory Fds Tr
250
+ 2.38%
N/A
10.8K $0
Blackrock Inc
18
+ 2.01%
N/A
915 $0
Blackrock ETF Trust
177
+ 536.36%
N/A
210 $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.41%
$89.02 - $104.29 $89 - $104
72 $7K
ETF Ser Solutions
12.2K
+ 2.75%
N/A
458K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 1.3%
$37.08 - $42.26 $37.1 - $42.3
78 $3K
Activity Summary
Buys All Purchases 268 New Holdings 37 Increased Positions 231 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email